Innovate Legal Online: Essentials for Starting Your Virtual Law Firm

How to set your virtual law firm up for long-term success

Learn how to set up and run a distributed, cloud-based law firm—and why you should!

Join Part 1 of Clio’s Virtual Law Firm Bootcamp series on August 6, 2020, for a thorough walkthrough on how to start a new virtual law firm—or how to seamlessly transition your current firm to a virtual setup. This meetup will feature a panel of legal and consulting professionals who will explain the importance of transitioning to cloud-based operations in today’s digital age, as well as the tools you’ll need for virtual law firm success. From registering your business to analyzing which setup best suits your firm, the panelists will help you understand how to operate, communicate, and collaborate while working from anywhere.

This meetup will also include a Q&A session where participants can ask questions and share their own experiences and tips; opportunities for peer networking via the live chat platform; and the chance to win a prize pack including a Fujitsu ScanSnap Scanner, ring light and webcam!

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Joshua Lenon, Lawyer in Residence at Clio, and panelists Melanie Leonard, Founder of Streamlined.Legal, and Crystal McDonough, Founder of McDonough Law, LLC.
  • Duration: 60 Minutes (40 minutes of panel discussion + 20 minutes of Q&A)
  • Not approved for CLE credit

Watch Part 1 of the Virtual Law Firm Bootcamp


Melanie Leonard

Melanie Leonard| Founder,

As a young lawyer working in large law firms in downtown Chicago, Melanie Leonard was horrified by the stacks of paper that coated the desks of her colleagues. In 2006, Melanie started her own firm, driven by a single guiding principle: No Paper Allowed. To achieve that lofty goal, she searched for a cloud-based practice management software up to the task. In 2008, Melanie discovered the newly launched Clio and became one of the first lawyers to deeply integrate the software into every facet of her firm. Over the next 10 years, Melanie built a thriving real estate law practice and successfully kept her desk free of paper. She then sold that practice in 2018 and began where she now helps other small law firms create efficiency in their daily workflows and optimize their use of practice management software. Melanie resides in the Chicago suburbs with her husband and their two ridiculously adorable children.

Crystal McDonough

Crystal J. McDonough| Founder, McDonough Law LLC

Crystal J. McDonough is the founder of McDonough Law LLC, the fastest growing law firm in Northern Colorado, practicing in energy, natural resources, business, and estate planning and administration. Her firm spans throughout Colorado, Wyoming, South Dakota, and Florida. She has a masters' degree in energy and natural resources and assisted in drafting wind energy law for the state of Wyoming. She provides legal representation to companies of all sizes, and they rely on her to guide them through business cycle phases, including formation, growth, and sales. Crystal is one of the top legal advisors in the Rocky Mountain region on energy, natural resources, policy, federal and state administrative matters, land use, renewable energy, and environmental issues. The Denver Business Journal named Crystal one of the Top Women in Energy 2019. She was named 2018 Top Women in Law by Law Week Colorado and best oil and gas attorney for two years in a row. Crystal is passionate about her clients and her practice but her family is her priority. She has designed her practice around her family life. Her favorite times are spent traveling the country in the RV, hiking in the Rocky Mountains, or paddling her Kayak around the Florida Keys.

Meet the Panel

Jared Correia

Jared Correia | Founder & Ceo, Red Cave Law Firm Consulting

Jared D. Correia, Esq. is the founder and CEO of Red Cave Law Firm Consulting and the COO of Gideon Software, Inc. A former practicing attorney, Jared has been providing services to lawyers and law firms for over a decade. He is a regular presenter at local, regional and national events, including ABA TECHSHOW. He regularly contributes to legal publications, including his column, ‘Managing,’ for Attorney at Work, his ‘Law Practice Confidential’ advice column for Lawyerist and his column for Above the Law focused on the legal technology startup community. Jared is the host of the award-winning Legal Toolkit podcast on Legal Talk Network. Jared also teaches for Concord Law School, Suffolk University Law School, Solo Practice University and Becker College. For more information about Jared, visit Red Cave’s website and/or Gideon’s website, his LinkedIn account, his Twitter account or contact him directly at [email protected].

Katy Goshtasbi

Katy Goshtasbi | CEO, Puris Consulting

Katy Goshtasbi is a branding expert and founder of Puris Consulting. She works with law firms, lawyers and organizations on growing, in size and profits, by mastering change and developing employee brands that get their message out effectively. The results include happier, more productive lawyers, reduced stress, attracting better clients and more revenues. Katy practiced securities law for over 14 years. She was Chair of the ABA Law Practice Division, 2018-2019, where she created the first ever ABA Lawyer Retreat. [email protected].

Elise Buie

Elise Buie | Founder, Elise Buie Family Law Group

Elise Buie is a Seattle attorney who has run a virtual family law practice since 2015. Elise is also a divorced mom/step mom of 6 who thrived through Hurricane Katrina, Divorce, Relocation and opening her own law firm.Elise specializes in supporting parents as they shift from their "Spouse Brain" to their "Co-CEOs of Team Child" brain so that they can co-parent in their strengths while maximizing their children and minimizing destructive conflict.

Our panel

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Michelle Blankenship Jordan

Leon Carelli | Chief Technology Officer, Locks Law Firm

Leon Carelli manages varying forensic, eDiscovery, and information technology needs for Locks Law Firm. He also oversees the firm's litigation support department and coordinates projects involving data analytics.

William Large

William Large| Partner, Cara Stone

For more than 20 years, Large has litigated in federal and state courts throughout the United States on matters such as antitrust, environmental pollution, and securities. He served as a Member of Lead Counsel team and Chairman for the Plaintiffs’ Steering Committee Discovery Group during the Deepwater Horizon oil spill litigation.

Will Delgado

Will Delgado| Partner, Willenken Wilson Loh & Delgado LLP

Will’s practice focuses on intellectual property litigation, class actions, and complex business litigation. An expert in developing areas of law, Will frequently litigates and lectures on issues of first impression throughout the United States.

Hosted by

Joshua Lenon

Joshua Lenon| Lawyer in Residence, Clio
Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Clio is made by smart, creative people who want to help 21st century lawyers work better, smarter, faster.


Doug Edmunds

Principal, DBE Technology Consulting

Clio helps me focus on what is important in my practice.




So much great information. I want to implement it all.